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Stepan Co
SCL

Overview Fund Activity

193 hedge funds and large institutions have $1.8B invested in Stepan Co in 2023 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 63 increasing their positions, 69 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
193
Holders Change
-6
Holders Change %
-3.02%
% of All Funds
2.83%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
30
Increased
63
Reduced
69
Closed
34
Calls
$1.7M
Puts
$501K
Net Calls
+$1.2M
Net Calls Change
+$630K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$97M
2
Victory Capital Management
2
Victory Capital Management
Texas
$48.9M
3
BlackRock
3
BlackRock
New York
$331M
4
NIG
4
NFJ Investment Group
Texas
$29.4M
5
First Eagle Investment Management
5
First Eagle Investment Management
New York
$4.88M

Top Sellers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$68.6M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$193M
3
WHG
3
Westwood Holdings Group
Texas
$65.2M
4
Assenagon Asset Management
4
Assenagon Asset Management
Luxembourg
$0
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$440K
Name Holding Trade Value Shares
Change 		Shares
Change %
GWS
176
Glassman Wealth Services
Virginia
$2.65K +$1.13K +12 +75%
Pacer Advisors
177
Pacer Advisors
Pennsylvania
$2.55K -$567 -6 -18%
FFA
178
Farther Finance Advisors
California
$2.55K +$1.8K +19 +238%
PA
179
Parallel Advisors
California
$2.46K -$6.43K -68 -72%
BIA
180
Bell Investment Advisors
California
$1.99K +$1.99K +21 New
FMII
181
Farmers & Merchants Investments Inc
Nebraska
$1.51K – – –
PS
182
Principal Securities
Iowa
$1.32K +$1.32K +14 New
PWMG
183
Private Wealth Management Group
New Jersey
$1.32K +$1.32K +14 New
PFBT
184
Parkside Financial Bank & Trust
Missouri
$946 -$568 -6 -38%
JWA
185
JFS Wealth Advisors
Pennsylvania
$662 -$851 -9 -56%
SIC
186
SJS Investment Consulting
Ohio
$568 +$284 +3 +100%
AF
187
Advisornet Financial
Minnesota
$567 +$378 +4 +200%
EWA
188
EverSource Wealth Advisors
Alabama
$473 +$473 +5 New
AWM
189
Abound Wealth Management
Tennessee
$379 -$95 -1 -20%
DPW
190
DiNuzzo Private Wealth
Pennsylvania
$379 +$379 +4 New
AssetMark Inc
191
AssetMark Inc
California
$284 -$6.63K -70 -96%
TWP
192
TFO Wealth Partners
Ohio
$95 – – –
Assenagon Asset Management
193
Assenagon Asset Management
Luxembourg
– -$4.29M -57,176 Closed
Two Sigma Investments
194
Two Sigma Investments
New York
– -$1.95M -26,004 Closed
AI
195
AdvisorShares Investments
Maryland
– -$1.83M -24,380 Closed
OQS
196
Occudo Quantitative Strategies
Florida
– -$1.37M -18,270 Closed
JF
197
Jump Financial
Illinois
– -$1.18M -15,720 Closed
CCIA
198
Campbell & Co Investment Adviser
Maryland
– -$1.08M -14,443 Closed
Renaissance Technologies
199
Renaissance Technologies
New York
– -$915K -12,200 Closed
EP
200
Edgestream Partners
New Jersey
– -$800K -10,666 Closed
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